We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the very first places that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to check other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are taking place maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for conflicts. You can use multiple calendars to look for disputes more than just the one that you have actually picked up here and you can likewise specify which calendar to include those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can authenticate with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image. If this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your good profile image here along with your name and maybe a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is probably more vital than you believe. In many cases, you’re gon na wan na put the name of your company or possibly it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those modifications occur. I’m gon na click on my link here just to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that individuals can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the home screen where you can include and edit existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We have actually got two options here, we can either create an one-on-one meeting or a group conference. Now a group conference lets multiple invitees meet you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are using Calendly for individually meeting.
Let’s say develop for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the choice that you select, you might have some additional choices awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their contact number. I need to know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have booked the visit. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to supply their telephone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have multiple events that you’re gon na be using to your users, down below we can add a description which is something you do not wan na overlook specifically. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other events that I have readily available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine however also if I just copy and paste this link, they understand what they’re getting.
And finally, we can pick a various color. This is really handy if you have several occasions, I’m gon na choose red in this case so it sticks out from the other events that I have actually currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of